Ron DeSantis

1.4 ★★★★★

Governor of Florida

@GovRonDeSantis · tracked since Feb 2026

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Ideas 1

Long / short 1 L/0 S

Win rate -

Tracked posts 1 0.01/day

Avg return -

Long return -

Short return -

New ideas 0 last 30d

Most mentioned

Best trades

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Worst trades

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Pick return distribution

Live distribution of all picks with entry price. Right tail = home runs.

< -30%-30/-10-10/00/+20+20/+50+50/+100> +100%

Bottom 10%

Median

Top 10%

Average returns

first-opened thesis horizon: return + win-rate

7 days 1 eval.

+1.4%

L +1.4% S -

Win rate 100%

30 days 1 eval.

+18.9%

L +18.9% S -

Win rate 100%

90 days 0 eval.

L - S -

Win rate -

Computed from the first opened position per ticker/side. 180d ready when data exists

Ticker

Side

Theme

Entry

P&L

Thesis

First opened

Mentions

Source

PLTR

Long

AI/Semi

$135.24

Palantir is moving its HQ to Miami, joining other major firms fleeing California's wealth tax proposals. Relocating to a zero-income-tax state improves the company's ability to attract talent (who keep more pay) and reduces corporate overhead/tax friction. It aligns the company with a pro-business jurisdiction. Long PLTR on favorable jurisdictional arbitrage. Disruption from the physical move; potential loss of talent unwilling to relocate from Denver/California.

Feb 20

YOUTUBE

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